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Lauer Wealth’s Palo Alto Networks PANW Stock Holding History

Lauer Wealth’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420K Buy
+1,190
New +$272K 0.25% 47
2025
Q4 		– Sell
-1,418
Closed -$293K – 69
2025
Q3 		$293K Buy
+1,418
New +$271K 0.21% 52

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lauer Wealth's PANW Position: Q2 2026 in Review

Lauer Wealth opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,190 shares worth $420K. The stake represents 0.25% of the portfolio and ranks #47 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in PANW as recently as Q3 2025.

Lauer Wealth first reported a position in PANW in Q3 2025 and has held it in 2 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lauer Wealth held 1,190 shares of Palo Alto Networks worth $420K as of Q2 2026.
  • Palo Alto Networks was a new Lauer Wealth position in Q2 2026.
  • Palo Alto Networks made up 0.25% of Lauer Wealth's portfolio in Q2 2026, its #47 holding.
  • Lauer Wealth first reported a position in Palo Alto Networks in Q3 2025 and has held it in 2 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.